sell it. >> i want to sell call spreads in d.r. horton >> at&t, if you're contrarian, i like february call spreads >> it looks like our time has expired. i'm melissa lee. for more "options action" chec . my miss is simple, to mick you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. "mad money" starts now hey i'm cramer welcome to "mad money. welcome to cram america. other people want to make friends i'm just trying to make you some money my job's not just to entertain but educate and teach. call me at 1-800-734-cnbc or tweet me @jim cramer don't blame the earnings

today is a text bookcase where you can't take you cue from the actions. this in spite of fact we got plenty of good earnings news both last night and this morning, especially in retail of all places even the amazing numbers in the stock news from foot locker, ross stores, gap, even from aerocram beand fish. selling overseas -- farm markets are to a weak dollar, that's something good for the u.s

those stocks were amazing. that said, a beat in race quarter always reduce higher rices for the stock in question. for this particular market, kind of approximate prices if people are betting against the stock. when i say almost always, because momentum may not always by the case, take the case of materials. a monster rally going into the quarter, it gave up all its gauge and then some. still, it's another reason why you have to pay attention to the individual earnings support, now more than ever when you see

something like a foot locker and ross store up where it's never been monday's got some big knewings after the close we hear from a company with long history of upside surprises letter a people that make testing equipment for science, application and a most of others it's remarkable how consistent this company is. the stock hit a new high today i wouldn't be surprised if it's got more room to run azure spent a massive year after year and we stuck with it. can a retail power company and a red hot stock keep going after it reports i actually think the answer can be yes when the shorts are finishing repositionening it's likely to run out of team. i'm going to takeat pass at

urban outfitters, i've been shortcomings by people getting against amazon then there's intuesday it because we love the do it yourself taxes i really wish the house hadn't done such a rush job with an important piece of legislation that mean it is company has more work to do next year even when the bill passes the senate and it will be business as usual. even just the stuff about how to calculate stock and change stock and selling stocks, you're going to need the company to figure it

out. after speaking with sysco's ceo, chuck robins this morning on "squawk on the street" i worry a little bit about paloalto. while a think aloe alto battier pal -- paloalto's ceo. lowe's have done well for itself and many others, the stock looks terrific i don't believe lowe's is performing at the level of home depot and i think the home desk spot didn't get the credit it deserved after reporting t its low-out quarter. why take the chance with lowe's with you can still buy the stock fr from home depot.

i'd rather you take a pass on electronics and buy some avid labs, the company run by mike white that has we featured last fight. 55 bucks a stock is cheap. we've been high on the dollar store for sometime especially dollar tree. dollar tree is driven and it can't beat easily amazon, the stuff's too cheap 1. and the snobbings could understand why this stock has been such a winner but they won't go, now there's a problem. stock less than a buck 52, and if it doesn't pull back a bit before the quarter, you may not want to play it for a trade but as an investment i think it's terrific because when you get a

pull back that's when you got to bounce burlington, a long time cramer fave. that makings it difficult to buy burlington going into earnings the ones that moved up with symptom think in others in this retail group may be too high for the moment you know i enjoy the semiconductor space. i took pure play on the internet of face which item sure thwe'll talk about later in the show the stock of sales technology has run ahead of quarter i think we'll get a good report. i'm blown away but the new clients and businesses in the world. i think the sales force go

higher after the cfo keep winning contract after contract. please don't buy it because it's up listen to the conference call before we take action please how hewlett-packard enterprise i have an uneasy feeling about the company given the businesses bargaining for its numbers i'm as negative as much as i am positive about hp. that thing's been a total beast and beast tend to keep running you know which brick and mortar company worries me the most? not macy's, penny ain't so hot it's game stop i'm ware -- worried because as i speak to the companies -- the digital has taken over why would anyone ever go to game stop when you can download games

to your pc or playstation, nintendo switch. riddle me that i think there's not enough business left for game stop to make a business out of it. although they are nice guys. wednesday we'll see strong numbers, up 13%. i'm following all this data closely because we want to be sure the committee is coming in high so we don't have all these blow heart's saying this is going to be turned into a recession. i think the answer is yes, we have good strong numbers we know from the last two weeks of selling we're hearing commentary about short range shooting up while long conditions are flat. i don't believe we will get one this time. i'm not love looking at the -- above looking at the data to challenge my thesis. first week is quiet except for

one earnings report, deere even as you know, we like add koe, it's the cheaper stock. there's a lot of reports coming early next week so may attention before everyone goes away for thafrg this was supposed to be -- do you think this was supposed to be day after it looks like it's the same meal that doesn't look like leftovers, supposed to be left overs. so much for graphics why don't we go to jim in florida. >> caller: booyah to you >> completely what's shaking >> caller: my question is on foot locker. with the earnings i've put this money in the big property stock should i hold it sell it >> stock goes to 42, reverses and come back to 47. the store sales aren't going to be that great. there are a bunch ofanalysts -

so i say hold on for a little bit more i think there's a few more points chad in north dakota chad >> caller: happy friday there mr. jim. >> same. i got a little football this weekend. >> caller: kirsten wentz is from north dakota >> i was working my way towards that saying we were going to see carson wentz on nbc. he's like a real person. have you met him >> caller: yes, i have and i met his stepbrother, he's still in high school with my son. >> can you please just for a moment tell people how charitable carson wentz is and what he did with that little boy. >> caller: oh my god, we wen to a local bang get for the high school, and i saw a half of dozen items that somehow carson

wentz signed for donation to benefit all the people at the high school. what you see on t.v. is what you get. >> all right i had to do that it was a paid public service for carson wentz so what do we have chad? >> caller: super value, ssr u, my -- ssr u, my family have i have held it for ten years, up and down >> yeah we know amazon's taking a shot, kroger's going after them, whose not going after them it's not a great stock, down 50%, it's still, chad, may not be tooltd to go. hey we did talk about carson wentz and we're bullish on him all right next thursday might be a holiday but there's still earnings i really like dollar century, i like deere, i like sbu wit, i

like hp and sales force. on "mad money" tonight, mike with ceo with smart phone artificial intelligence. is this behind the scenes tech stock the way to play the space? yes. one trend steady in the ipo market this year and of course your money, plus keeping you insulated in the air. could -- or is it just a secular growth find out in my exclusive and stick with cramer.

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last night applied

materials, the equipment maker reported one more blow-out quarter. i think it's a steal that's why item thrilled to have garry dickerson, the ceo of plooid materials here with us today. he's here to speculate his 50th anniversary. mr. dickerson welcome back to "mad money." >> thank you jim, happy to be here >> i go through the reports here, you're saying we're at the start of a complete new era of growth, there are a lot of skeptics, i know i'm not one of them you got to answer them who say, are you kidding me it's got to be mere the end. look at the stock price of materials. >> well, jim we just finished a record quarter, our revenue up 40% and our profit up 2 times that amount.

in the history of applied tae materials there's never been a investment time in that company. we see this in retail today, healthcare, transportation, many many many different areas and at the foundation of that technology is applied materials with materials innovation. our semiconductor business is hitting on all cylinders our display business, we see multi versions so we're firing all cylinders jim, and the nature of our confrontation is changing these industries, that's filling our business that's something we've never seen in the history of our company. >> okay you're calling ai a war, and it's shaping up to be the biggest battle of our life time. what do you mean by that

>> many people talk about trillion dollars of economic value about created. tech folg is going to transform all these different industries in the ai, big data era there are a few drivers. one is everything is becoming smarter. we have sensor technologies, many many smart devices, that is growing our business 40% of our foundry business now is coming from all of the smart devices. the memory businesses is also growing at a rate that we've never seen before. all of these smart driess are creating a tremendous amount of data, data's exploding and the memory business is growing at a rate we've never seen. the profitability of memory companies is better than we've ever seen. and also to valley capture the data you have to take the data and process it with

high-processing performing computing. those materials come frapplied materials. so the smart devices, the memory technology, all of that are fundamental big drivers for our future business. >> last time you were on, gave short drift to display you did not do that on the conference call, you gave a lot of talk to it. i don't know i'm a big fan of lamb because you watch the showism what they have is very competitive products but wen it comes to display it is yours please tell our viewers what this display is doing here because the growth here is phenomenal >> you have organic led displays for mobile devices and smart phones there's then annual war for mobility ship. every year consumers are buying

the devices that have tremendous displays, and we have multi use drivers there. the capacity that's currently being put in place will serve 50% of the smart phone business between now and 2020 that's a multi year driver display. we also have large screen televisions. one great example is if you're building a bigger panel, you can get 8, 65-inch television on those bigger panels. on the previous generations you only get three, 65-inch t.v.s. both of these drivers are multi display drivers. our display is up 5 x. next year we're saying significant growth in revenue.

we're not competing with other large semiconductor companies in this display business. tremendous multi year driver >> one last question you mentioned your clients have a lot of money there are so many skeptics, and item not one but a lot of time people say when people have a lot of machine they tend to overspend but you are not, you're seeing discipline opponent of these customers right? >> absolutely. if you look at all the smart devices jim, you talk about this a lot on your show, there's an explosion of all these smart devices and this is going to continue to grow the memory devices also, that is growing with this explosion of data they're also crossing over with solid state versus hard drives so it's way more cost effective with power and heat to garner those ssd devices.

we've never seen these in the past what's going to change our world in the next ten years is the aai big data so you combine all those thing together, people have a hard time because they try to extrapolate from the past. we have some faculfundamental dt are multi drivers. so we see clear line of sight, jim. tremendous revenue growth from 2018 and beyond. >> thank you to garry dickerson, the ceo from applied materials "mad money's" back after the break.

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as you're investing coach i've already considered mart of my job to keep an eye on the list of initial public offerings or ipos in order to educate you about the companyings coming forward. everynow and then i really nail it you remember that canned goose, it's been the one i purchased the most that i recommended back in march the stock is 55% gain. i'd like to warn you, warn you when something seemed too hot right out of the gate. like blue apron, or snap i'm not a fan of the stock of stick fix either which came public today >> sell sell sell sell sell. >> you get it.

as part of our ongoing review, we spotted a trend that's been on the rise and frankly i'm not happy about it more and more chinese companies are listing themselves on u.s. markets, particularly the new york stock exchange. i'm not the first guy to pick up a hate this new trend because i'm worried about it what exactly buzz the influx of chinese ipos mean? according the ipo kperts at renaissance and capital we had 149 deals so far in 2016, up more than 3% for this time last year by my count 11% of those ipos were chinese companies we got more chinese deals in just the past weeks. that in itself is a serious red flag how will these ipos from people having doing six of 11 are up

with china's finance, and so goes all on positive territory rise education, four seasons education and yesterday's ipo. both but two of the lenders are down from where they started chaining, best and shy lab meaning they spiked out of the gate and have since come down. for people who couldn't get stock in the actual ipos it's like four winners and seven losers that's the great nanalysis ended up with a nice pop and the stock's northwester nearly up 5%

want the fine deals we've seen since last september the company that kicked thing off was best ink, bs ti. they went from 65 million to -- i'm sorry 62 million to 45 million. best range had to slash its prize range by 25% then there's see coo holdings. this deal was a bust it came public at 13 stock opened at 12.10. now it's down to 7%. its only gotten worse since then this stock traded down to $8 as of today a terrible loss. so far not so good meanwhile the five stocks listed here from october and november

are all performing first the qd came public on the 18th deal price at $24. $2 above its price range giving anyone who got in on it an amazing 43% gain. qd got too hot too fast. investors began having second thoughts and october 26th, the stock had traded down to $22.80. more than a dollar below than the deal price if you bought this then when i think it started trading you are crushed. you're down 40% in less than a month. two days later rise education, ipo of 14.50 stock opened up at 16. 10% from the get go. investors sour and it went quickly. over the next three days, rise

got obliterated, plunking from $16.61 to $12.21 in a brutal three day sell off earlier the darn thing dipped down to single digits, today it's back over 10. people who have bought rise got really burned. four seasons education, fedu came public nine dies ago. prices $10 by the end of the first day of trading stock back slid down to 9.50 in a single session anyone wrapped up 5% loss still below 10 same goes from sew ga the secon

largest in china it rallied to $13.50 by the end of the day since then it's been flat. it's the best performing ipo in the next couple of months. shine poo made a debut at $8 today it's gotten annihilated down more than 10% $17.17 as to this stock -- i don't make up the names, looking -- look at all these names from the people's republic. four of the 11 chinese o pos have beenition companies

one specialize in math, one after school english, and the last one bilingual schools bright scholar priced at 10.50 and it's climbed to $22 and change as of today these other education ipos i think they're trying to calculate on this one company's great success. bright scholar we see this all over the time. you get a bunch of lower quality companies trying to capture some gains and you don't want to buy the imtarts. heres the bottom line of the sorry story. the reason smaller chinese ipos are not for you. if you don't understand the company you shouldn't be playing with its stock which is why so many people have gotten burned on these deals

how are you supposed to differentiate if you don't know the symbols or live in china you want to surge in the chinese committee and i do want that, i say stick with stocks you can get your head around the others, stayway. james in virginia, james >> caller: hey jim bow great to talk to you. i've been watching mongo i wanted to get your take on it. >> we like mongo we did a nice review of it the other day and we thought it was expensive. i think it's very good i would own that stock vicky in ohio. vicky. vicky? >> caller: yes >> your up it's jim. >> caller: hey jim, so happy to

talk to you. first i want to thank you for all the help you give us home gamers >> oh absolutely >> you've done great things for my portfolio and i want to let you know, mosaic was the first stock i made a lot of money on >> okay. >> caller: thank you i bought frill owe and i bought it about 35 and it went up to 70 and i was too greedy to sell it. as you say pigs get slaughtered. now it's around 25 and i'm wondering what i should do >> this is where the ceo bought a lot of stocks so item not going to say sell it at 25, if it gets back to 30 it should take some profits, or the loss here's the bottom line, chinese markets, they're just -- if you don't understand the companies please do not play with these stocks. you want exposure to china's

committee, stick with alba barba first and then buy it. housing stocks rose to its highest level in a year in october. i'm getting a look with the ceo on the front lines of housing. forget the great and powerful oz i'm talking about the bratt and powerful amazon. all your calls, rapid fire and footprint's edition -- tonight's edition of the "lightning round." stick with cramer.

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i've said it before and i'll say it again, the cyclicals are back when the committee heats up, and it's definitely getting hot, all companies do well in expansion suddenly see their numbers surge. just look at olc these guys are all about construction, transportation for years roofing, instalg, shingles were slow businesses, now it's awake and eoc's making

a killing. now, owens reported a strong quarter at the end of october and even though the stock's had a major run i wouldn't be surprised if it's just getting started. leticia check in with mike welcome back to "mad money." >> thanks. >> i am seeing quarters go up and down it doesn't go up and down. it's a clear trajectory i'd regard as a secular growth and it must be sustainable >> yeah, i think we've taken advantage of the good market conditions in the last few years and seen changes over the last three years. we've doubled over the last three years and i think the big story in our stock and performance has been free cash flow our conversion has been over 100% we generate about $1.5 billion

from 2016 to 2017. the stock is started to realize those benefits those are the things driving the view >> this is important because a lot of people might say, there were big storms, should i buy this stock the an is you buy it for trends. whether it be for industry consolidation, these are not storms >> let's start with the roofing business the big business is reroofing has come back. we've had reroof demand where storms were defined in marketplaces now you see people investing in their homes, people putting new roofs on their homes we're seeing the bread and butter come back and sustain the roofing division >> when we look at this acquisition you made, one of the

thing that ppg are trying to define themselves as high coding they got rid of pit -- it fits in perfectly with what you're doing. >> in may we bought the pittsburgh quarter division, foam glass it's moisture resistant, flame resistant and its performance is enduring through time. we saw it as a niche business and took or organization globally about a month ago we announced a trands action to buy in europe which gives us a middle market product in europe. this time we're looking ahead next year, our businesses will

have low tefrp, mid tefrp market product in u.s. and china. >> in texas, they are -- i was listening to home depot conference call and literally they've had to rip everything away and we build. they're coming back stronger than everything you had inside a house. >> yeah. what happened with that hurricane is really a flood. once the disruptions go away you go to go back and rebuild. they're tearing out a lot of dry wall, insulation, that's got to go back in >> i didn't get a lot of there here but something that mike was talking about at ppg the millennials do different things they say they're not spending that much money on their house but they like things that use smaller environment -- insulation >> well, we announced a very

interesting product in the last couple months, which is we have a big renewable footprint. so we buy most electricity through north america. so not only does it save energy through the life of the home but it's made with 100% renewable energy, but we're just starting to take that to the market >> my age, i wouldn't really care because i say, okay great this will be a major determining selling point versus the competition. >> we certainly believer so. we've been investing in core fundamental technology so we can get the products to operate in very narrow windows of performance which is what you need to meet standards >> i do want to close with china. china -- this is not something that i thought of in the old days but this is big business

for you. >> oh yeah, we do very very well in china china was seen as a negative over the last decade that theme has changed entirely in our composite business we see disneyla demand growing we're investing in client ahinad around the world the best is yet to come. >> a lot of cash being done and tlo more boom bust that's mike, the ceo of owens stock. "mad money's" back after the break. thank you. [lance] monica, it is absolute chaos out here! gale force winds,

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it is time it's time for the "lightning round. play the sound and then the "lightning round" is over. are you ready? time for the "lightning round.

start with bracndon in pennsylvania. >> caller: jim how are you >> i'm good. >> caller: i have calling to see what your thoughts on universe sall display >> we've been behind them for as long as i can remember and we're not backing down it is a short squeeze wait for it to cool off a bit craig in new york. >> caller: hi, i took a small speculative niche tiff in electronics and it's down 70%. >> i alone like card tronnics. i don't like it. sorry. i'm going to lauren. >> booyah jim from northern minnesota. >> what's up lauren. what to you got? >> caller: booyah jim. i want to know if i just buy constellation. >> yes

it's a great quarter john >> caller: hey jim, [inaudible]. >> i didn't get that stock what's the stock >> caller: dind kinder morgan. >> no the price stock is weak. carl in delaware >> caller: booyah and good evening bought at 7 tlar$7 tlar share. every bit of data item researching suggest this company stock will be a gusher what is your long-term viewpoint on this? >> it's on trans ocean we talked about it at west point. i thi its got three or four points up.

oil needs to be at 70 before they make money. and that ladies and gentlemen is the conclusion of the "lightning round. >> caller: booyah from minnesota the land of 2,000 lakes. >> and don't forget the super bowl dollar signs in your eyes. call it bogah or buy online and get it home. boo ga how'd that go? he kept spelling my name with an 'i'

but it's bryan with a 'y.' yeah, since birth. that drives me crazy. yes. it's on all your email. yes. they should know this? yeah. the guy was my brother-in-law. that's ridiculous. well, i happen to know some people. do they listen? what? they're amazing listeners. nice. guidance from professionals who take their time to get to know you. i am a first responder tor and i'emergencies 24 hours a day, everyday of the year. my children and my family are on my mind

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to be amazon or not to be amazon, that is the question it's almost eerie that one company can play such a huge role in both committee and cram america. amazon could have more scale than the suit torres unless they

broke out in position. amazon had more fun so to speak. consider that google, microsoft and ibm are trying to take customers away from amazon-webbed services because the acknowledged leader of the business consider that many retailers have been decimated by amazon and all retail stocks have been hurt because investors amazon has the power to destroy any brick & mortar chains it decide to put in its cross hairs. amazon is a death star, moving in striking range in every industry on the planet what makes amazon so powerful? is it the vision of jeff bezos, its founder of ceo is it the fact that amazon's

battier by brick & mortar stores i think it's all those the consumer loves amazon. the consumer pays for prime and prime is the best way to get pretty much everything look at the incredible price and earnings in the drug store stock. people are willing to pay less for the likes of cvs and walgreens, why walgreens is -- getting in the business it makes sense, the front of the store so to speak is covered by amazon i have a drugstore 48 yards away from where i live and i never get anything from the store, especially like toilet paper, paper towels if i have the ability to get my prescription drugs to me the same day the doctor order it to

the pharmacy i'd transfer in a heart beat and believe me walgreens and cvs knows that i condition think of anyone that gets much out of a pharmacist these days as much as the big chains these big chains wiped out the corner drugstore years ago drugs are now like any other product. why go to the store if you can get them delivered are we too afraid of amazon? i don't think so but for now, amazon is indeed the death store as long as they continue to provide better goods and a better service, every skeefbl competitor is right to be afraid. be very afraid stick with cramer. atile markets" something we all think about as we head into retirement. it's why brighthouse financial is committed to help protect what you've earned and ensure it lasts. introducing shield annuities, a line of products that allow you to take advantage of growth opportunities.

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of small business saturday. a day where you get to return that love, because shopping small makes a big difference. so, on november 25th get up, get out, and shop small. i'd like to say there's always a bull market and i promise i'd find it for you here on "mad money. i'm jim cramer and i'll see you monday

>> welcome to the shark tank, where entrepreneurs seeking an investment will face these sharks. if they hear a great idea, they'll invest their own money or fight each other for a deal. this is "shark tank." ♪ my name is nick romero. i'm 30 years old, and i live in venice beach, california. ♪ venice is such a creative place, and my store is completely based off creativity. ♪ my store is called the ave, and there's no place like it in the world. what we do is, we allow for people to come in and custom create any article of clothing--